Fundz
Fundz
Benefits Intelligence/Broker Directory/Illinois

Advanced Strategies, Inc.

River Forest, IL

Advanced Strategies, Inc. of River Forest, IL is the broker of record on 6 Form 5500 Schedule A filings covering 3 employer benefit plans, with $362,460 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
6
States served
1
Reported commissions
$362,460
plan year 2025
Reported fees
$29,998

Quick answer

Advanced Strategies, Inc. (River Forest, IL) is the broker of record for 3 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Advanced Strategies, Inc. have?
Advanced Strategies, Inc. is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
Who are Advanced Strategies, Inc.'s largest employer clients?
By plan participants, the largest include Avant Communications LLC (193 participants), 12 Interactive, LLC (102 participants) and Affinity Journeys, LLC (101 participants).
How much does Advanced Strategies, Inc. earn in commissions?
Insurers reported $362,460 in broker commissions and $29,998 in fees paid to Advanced Strategies, Inc. for plan year 2025, per Schedule A Part 1.
Where is Advanced Strategies, Inc. located?
Advanced Strategies, Inc. is based in River Forest, IL.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Advanced Strategies, Inc. on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Avant Communications LLCIL1932025-12-31
12 Interactive, LLCIL1022025-03-31
Affinity Journeys, LLCIL1012026-05-31

Sell through benefits brokers? Let us show you around.

Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.

Book a 20-minute walkthrough

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

Get Strategic →Start nowBook a 15-min walkthrough

Other benefits brokers in Illinois

All brokers in Illinois →

Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.